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Where can I edit my name, phone number, etc. on the customer portal?

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Follow these steps to edit your profile details:
  1. Log in to the portal.
  2. Click the Person icon on the top right corner of the portal.
  3. Select Profile.
  4. Click Edit to change the profile details.

Note: Your profile details are a replication of your information stored in the contact record in the CRM. Whenever you change your details from the portal profile, the changes reflect in the CRM record.

To learn more about the customer portal, click here.
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